Substacks recommended by Devin LaSarre

Recommended by Devin LaSarre

Andvari’s Substack

By Douglas Ott

My personal Substack

Doug offers exceptional analyses and tirelessly combs though obscure parts of history to find fascinating stories.

- Devin LaSarre

Preferred Shares

Business, history, and business history.

I am co-host of Preferred Shares - a podcast exploring the rabbit holes of business history.

- Devin LaSarre

Recital

By Anthony

My thought process in making investment decisions.

Anthony offers well-researched and easily digestible company insights.

- Devin LaSarre

Debunking the Debunkers

By Tian Wen

To achieve good solutions on difficult problems, we need to get everyone involved. Let's stop applying labels meant to exclude people from those discussions.

Tian presents well-reasoned perspectives and relevant data that will challenge the way you think.

- Devin LaSarre

Herb Greenberg | On the Street

Observations, opinions and insights on stocks, companies and the markets. Always flying red flags – and a few green ones, too!

Veteran market coverage with a high degree of integrity.

- Devin LaSarre

MBI Deep Dives

Investment Research

Deeply-researched and well-balanced analysis.

- Devin LaSarre

Buyback Capital

By Larry Jamieson

Quality inflections. Growth without reinvestment. Pricing power and organic volume growth. Capital returns. Context, history, politics.

A proper dose of witty storytelling and investing philosophy.

- Devin LaSarre

From The Future

By Edward Rooster

Imagining the Future through the Past, by writing Lyrical Historical Essays and Science Fiction Novels

Edward's writing style and stories are captivating. It's nothing like you've read before.

- Devin LaSarre

Ian’s Insider Corner

By Ian Bezek

Investing letter focused on high-quality businesses and LatAm stocks.

Ian provides expert insights on LatAm stocks.

- Devin LaSarre

Compounding Quality

Ex-professional investor helping other investors | All my own money is invested in the Portfolio

Special Situation Investing

By Six Bravo

Actionable value investment write-ups and insights

Interesting ideas and a wonderfully-formatted podcast.

- Devin LaSarre

Flyover Stocks

By Todd Wenning

Flyover Stocks is an investing newsletter that focuses on finding quality businesses with economic moats, led by talented stewards of shareholder capital. We will also discuss investing philosophy, strategy, portfolio management, and behavior.

Todd demystifies the finer points of finance and provides salient takeaways.

- Devin LaSarre

Going John Galt

Financial adventures of a ‘retired’ millennial. Investment ideas with a macro overlay. Former institutional private equity investor.

John mixes an eclectic mix of ideas surrounding finance with his unique writing style.

- Devin LaSarre

fx:macro

By FXMacroGuy

Brings you up to speed on the relevant macro developments: central banks, economic data, sentiment, intermarket analysis. Every weekend. For traders, investors and everyone interested in what's going on in FX and macro.

A perfect one stop shop for comprehensive but digestible FX macro data.

- Devin LaSarre

StockOpine’s Newsletter

We invest the time, so you can save hours! Providing high-quality fundamental research and stock ideas.

The StockOpine team performs fundamental analysis / deep dives covering a wide range.

- Devin LaSarre

Lewis Enterprises

By Hunter

REIT, Real Asset and Investment Management Research

Lewis Enterprises, through vivid storytelling, shares timeless lessons about astute operators and many of the often overlooked nuances of finance and investing.

- Devin LaSarre

Anker Capital Management

By Javier Pérez

Anker Capital is a regulated investment firm. We post about capital allocation, quality companies, moats, incentives, and investing. Thank you for joining our community and your interest. www.anker-capital.com

Clear and thoughtful insights into the finances and fundamentals of exceptional companies.

- Devin LaSarre

A Peek Behind the Numbers

Uncovering earnings manipulation and one-time benefits that Wall Street seldom talks about.

Thoughtful and nuanced investigations into corporate finances that highlight what others have missed.

- Devin LaSarre

Continuous Improvement

By Kaizen Investing

"Here to share, fail, and iterate in public."

A brilliant young gun who presents thoroughly researched ideas off the beaten path.

- Devin LaSarre

Reflections on "Going Down Tobacco Road" and Investing

By Gene Hoots

Following on my book, "Going Down Tobacco Road," about the R. J. Reynolds empire, I will share stories about the industry and its people. Occasionally, I will add thoughts on investing.

Gene pairs gifted storytelling with his deep knowledge of tobacco and history, providing a truly unique perspective.

- Devin LaSarre

Doomberg

We publish 6-8 articles each month on the topics of energy, finance, and geopolitics | Subscribe below for free previews of new articles | Click through to our About page for pricing and FAQ.

This little green guy mixes wit and candor in a way guaranteed to make you see the world differently.

- Devin LaSarre

Margin of Safety Investing

By Simon Handrahan

A personal and insightful take on the best quality businesses and interesting overlooked investments available in public stock markets both big and small.

MoS offers a great perspective into finance, covering business analysis, a transparent portfolio, and more.

- Devin LaSarre

TSOH Investment Research

By Alex Morris (TSOH Investment Research)

Long-term investment research with 100% transparency (prior disclosure of all portfolio changes). TSOH is written by Alex Morris, a former buyside equities analyst and CFA Charterholder.

Alex is an extremely skilled analyst whose talent is only matched by his passion.

- Devin LaSarre

Shade Research

By Tiago Dias

Researching and investing in undervalued securities

Tiago, which his unique perspective, does an exceptional job exploring value investing.

- Devin LaSarre

Cedar Grove Capital Management

By Paul Cerro

Multi-strategy investment fund focused on L/S, M&A Arb, and Special Situations.

Paul offers unique L/S insights, primarily focusing the consumer and cannabis industries.

- Devin LaSarre

Overlooked Alpha

A weekly research service that uncovers under-the-radar stocks and misunderstood investment opportunities. Over 250 stocks covered.

Overlooked Alpha digs deep into companies to find unique opportunities with a perspective you won't find anywhere else.

- Devin LaSarre

Analyzing Good Businesses

By YHamilton

Detailed write-ups on 65+ public companies that have high return on incremental capital & long runway for reinvestment

AGB cuts through the noise and identifies what really moves the needle. Fantastic analysis.

- Devin LaSarre

Investment Talk

By Conor Mac

Essays about the stock market, finance, and human behaviour.

Conor creates and aggregates some of the best financial content available. Always a pleasure to read.

- Devin LaSarre

Yet Another Value Blog

By Andrew Walker

Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.

High-quality investing insights and captivating interviews with some of the brightest minds in finance.

- Devin LaSarre

Hot Takes

By Adam Singer

Spicy, provocative, occasionally snarky takes on culture, philosophy & digital trends. All signal, no noise. We will never share your email.

Refreshingly direct, no-nonsense. Adam serves up actionable insights that reach far beyond the digital realm.

- Devin LaSarre

Chit Chat Stocks

If you are reading this, we have a hunch you are interested in investing. That's great, because we run a weekly podcast called "Chit Chat Stocks" where we discuss stocks, investing, and financial markets. Follow us on YouTube, Spotify, or Apple Podcasts.

Ryan and Brett provide a wide array of insights across the world of finance.

- Devin LaSarre

Conks

global monetary mechanics

Clear and comprehensive macro insights that are actually digestible.

- Devin LaSarre

Invariant

Recommended by Devin LaSarre